How to invite us into QBO - US Practice
Jet Convert
|
14 steps
|
38 seconds
Quickbooks
1
Log in to your QBO account
2
Click the settings icon, on the top right hand side of the page.
3
Click "Your team"
4
Click "Add user"
5
Click the "First name" field, Type "Jet"
6
Click the "Last name" field, Type "Convert"
7
Click the "Email" field, type "qbo@jetconvert.com"
8
Click drop down arrow to select a role
9
Select "Company admin"
10
Scroll down and Click ""Edit client access"
11
Select the client you want to grant us access, then click "Assign Access"
12
Select "Company admin" as a role.
13
Click "Save"
14
Then click the "Send Invite" button.
